+649.9%
NVDL vs FIVN
-55.2%
+705.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.5% | -0.5% |
| 7D | -10.3% | -7.8% | -2.5% | -8.5% |
| 30D | -7.1% | -1.7% | -5.4% | -6.6% |
| 3M | +6.6% | +47.2% | -40.6% | -4.7% |
| 6M | +21.1% | +82.7% | -61.7% | -1.6% |
| YTD | +15.2% | +52.9% | -37.7% | -1.8% |
| 1Y | +18.8% | +17.5% | +1.3% | +11.4% |
| 3Y | +649.9% | -55.8% | +705.7% | +526.2% |
| All | +649.9% | -55.2% | +705.1% | +526.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded FIVN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling